(March 29, 2017) Sunrise Advisors, Inc. was again ranked as one of the top advisors in Leawood, Kansas City and Overland Park by AdvisoryHQ, an independent research organization. As 1 of only 9 wealth management firms in the entire Kansas City metropolitan area to be honored, this continues the string of strong national recognition for the independent, “fee-only” wealth management firm.
“We are thankful to again be recognized as one of the top advisors in Leawood by an independent and objective research firm. More and more people are coming to understand the benefits of working with a fiduciary advisor. Our goal continues to be to provide high-level, conflict-free, and fiduciary-driven financial advice,” says David Walsh of Sunrise Advisors.
According to AdvisoryHQ’s website, their goal was “to generate a more reflective award ranking of the top advisors and investment managers [in Kansas City]. AdvisoryHQ went beyond just analyzing AUM, revenue, and the size of an advisory firm. AdvisoryHQ developed a breakthrough ‘Top-Down Advisor Selection Methodology’ that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience”. Their full report of the top advisors in Leawood is here.
To explore the services of Sunrise Advisors or to set up an introductory meeting, please contact us at (913) 681-0215 or firstname.lastname@example.org.